Great investors · Marc Stad
Marc Stad portfolio · Q2 2026
Marc Stad, founder of Dragoneer Investment Group. This is the stock portfolio Dragoneer Investment Group reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Marc Stad “owns” or “bought”, it means the positions of Dragoneer Investment Group as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Marc Stad own?
The largest positions of Dragoneer Investment Group in Q2 2026 are SPCX, AMD, AMZN, INIO, KLAR.
- 1Space Exploration TechnologiesSPCXNewly listed48.2%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $170.86.
- 2Advanced Micro DevicesAMDNew19.3%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $580.91.
- 3Amazon.comAMZNNew10.7%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $238.34.
- 4InnioINIONewly listed4.0%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $39.55.
- 5Klarna GroupKLARReduced3.5%Since Q3 2025 · 4 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $36.65.
- 6Cerebras SystemsCBRSNewly listed3.1%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $221.00.
- 7Chime FinancialCHYM3.1%Since Q2 2025 · 5 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $34.51.
- 8ServiceTitanTTAN2.5%Since Q4 2024 · 7 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $102.87.
- 9Nu HoldingsNU2.3%Since Q4 2021 · 19 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $9.38.
- 10CCC Intelligent Solutions HoldingsCCC1.7%Since Q3 2021 · 20 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $10.51 to $11.39.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Marc Stad buy in Q2 2026?
- NewAdvanced Micro DevicesAMD19.3% of portfolio
- NewAmazon.comAMZN10.7% of portfolio
What did Marc Stad sell in Q2 2026?
- Sold outNVIDIANVDAwas 21.7%
- Sold outCoupangCPNGwas 17.5%
- Sold outMeta PlatformsMETAwas 13.6%
- Sold outCarvanaCVNAwas 13.1%
- ReducedGlobal-E OnlineGLBE−91% shares · 1.3% of portfolio
- Sold outBlockXYZwas 5.9%
- Sold outSailPointSAILwas 3.5%
- Sold outDatadogDDOGwas 1.1%
2 positions opened or added to and 12 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 14 positions with a change, 11 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 12
Q2 2026: 98%
Q2 2026: 84.7%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.